Vanguard S&P 500 ETF
564 hedge funds and large institutions have $24.3B invested in Vanguard S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 255 increasing their positions, 133 reducing their positions, and 23 closing their positions.
178% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 23
92% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 133
25% more call options, than puts
Call options by funds: $50.3M | Put options by funds: $40.1M
16% more capital invested
Capital invested by funds: $21B → $24.3B (+$3.31B)
6% more funds holding
Funds holding: 531 → 564 (+33)
1.28% more ownership
Funds ownership: 45.79% → 47.07% (+1.3%)
3% less funds holding in top 10
Funds holding in top 10: 116 → 112 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$1.17B |
| 2 |
JP Morgan Chase
New York
|
+$327M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$292M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$166M |
| 5 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$437M |
| 2 |
Goldman Sachs
New York
|
-$88.5M |
| 3 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
-$41.9M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$35.5M |
| 5 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$22.9M |
VOO Hedge Fund Activity: Q3 2016 in Review
564 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2016, worth a combined $24.3B — up 16% from $21B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VOO positions and 23 closed out — a net gain of 41 holders — while 255 added to existing stakes and 133 trimmed.
The largest buyer was Clal Insurance, adding an estimated $1.17B. The largest seller was Sterling Capital Management, cutting an estimated $437M.
- 564 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2016, up from 531 in Q2 2016.
- Funds reported $24.3B of Vanguard S&P 500 ETF stock for Q3 2016, up 16% quarter-over-quarter.
- 64 funds opened new Vanguard S&P 500 ETF positions in Q3 2016 and 23 closed out, a net change of +41 holders.
- The largest Vanguard S&P 500 ETF buyer in Q3 2016 was Clal Insurance, an estimated $1.17B added.
- The largest Vanguard S&P 500 ETF seller in Q3 2016 was Sterling Capital Management, an estimated $437M sold.
Based on aggregated 13F filings for Q3 2016.